Changes are coming to our lives and world that may rival the industrial and internet revolutions. Jeremy Schwartz and Kara Marciscano discuss the BioRevolution already underway and identify the range of business sectors we believe are best positioned to benefit.
The more market valuations rise, the more important we believe it is to reconnect stock weights with their underlying earnings. Jeremy Schwartz provides potential solutions for investors seeking to reconnect their equity portfolios to stocks.
Once fears of the delta variant subside and the recovery continues, we believe that small caps may continue as important pieces of the economic recovery. Until then, Brian Manby explains why investors should be wary of prevailing large-cap valuations in their portfolios.
On a new episode of Behind the Markets, Jeremy Schwartz speaks with Savita Subramanian, Managing Director, Head of Environmental, Social & Governance Research and U.S. Equity & Quantitative Strategy at BofA Global Research, about which sectors she favors in today’s market environment.
The history of cap weighting may surprise investors. Jeff Weniger explains why WisdomTree chooses to weight by fundamentals.